Record Detail Page

Updated July 08, 2025 16:36

Introduction

Record detail page is a standard interface to view a record. The interface allows users to view information related to a record and perform some actions toward the record. The image below shows how the interface might look.

Page Components

The interface is divided into 4 main components:

Page Header
Left Navigation Panel
Main Information Panel
Right Action Panel

Page Header

This section on the top the page shows the following information:

1. Standard Interfaces:

a. Record Display Name
b. Save button (Diskette icon)
c. Close Record (X icon): This button would close the current view.
d. Soft Delete (Trash Bin icon): This button would delete a record. The deleted record can be recovered from the trash bin.
e. Print Page (Printer icon): This button would provide a print screen of the visible area of the page.
f. Download: This button would initiate a job to extract all information related to this record and all connected records. When the job is completed, users can download the zip files from the Workflow Data Export section.

2. Configurable Interfaces:

a. Record: Clicking this tab would show record detail information.
b. Letter Template: Clicking this tab would open a letter template interface where users can select a letter template to generate documents.
c. Custom buttons: Depending on the configuration, there are some custom buttons that are available; for example: Download Certificate button.

Left Navigation Panel

This panel shows all sections that have been configured for a page. Depending on the configuration, it might also show a list of connected records. This section can be minimized to make more room for the main information panel at the centre of the page.

Main Information Panel

This centre panel shows the following information:

Alert Component shows note related to a profile/business profile if there is any alert related to the profile. (Note: not a widespread feature yet)

Summary View combines information from several records for example: when reviewing an application, users can view information related to the applicant (profile) on the same page as the application record. This view is read only and any modification needs to be done on the form view.

Form View shows information specific to a record and they are located after the summary view.

Right Action Panel

Tasks: Displays a list of tasks related to a record. Users can open task detail records by double-clicking on the task row.

Messages: Shows all message threads related to the record. This panel provides an easy way for users to contact applicants/licensees to get more information related to a record. Users can double-click on a message thread to view all messages related to the thread.
Note: This panel is shown only when the feature is enabled on the entity.

Memos: Displays all notes related to a record. This interface provides an easy way to share information about a record with other staff users. Users can double-click on the row to open the record detail page of the note.

Files: Shows all files and attachments that have been uploaded to the record. These files include system-generated files and files that are uploaded manually by users. Double-clicking on the row would open the file on another workbench tab.

History: Displays audit trails related to the record. it shows information when certain fields within the record get updated.

Metrics: Shows the performance of some attributes. Users can select which attribute they want to view from the dropdown. Metrics provide information on how long a record stays in a certain value, for example, how long a record stays in status values.
Note: This panel is shown only when the feature is enabled on the entity.

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